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Bills › 89th General Assembly

SSB 3111

Topics:Courts & civil law

Same legislation: HSB 712, SF 2316, HF 2484

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Also covers HSB 712 and SF 2316 and HF 2484.

What changed before it passed
Official bill pageLobbyist declarationsOne-pager to print

Where it is now

  1. Done: IntroducedFebruary 8, 2022
  2. Done: SubcommitteeFebruary 8, 2022
  3. Done: Senate committeeFebruary 16, 2022
  4. Skipped: Passes the SenateContinued as SF 2316
  5. Next: House committee
  6. Next: Passes the House
  7. Next: To the Governor
  8. Next: Signed into law

Became SF 2316 → Its progress continues under the new number. Go to SF 2316 What’s a funnel?

What’s in it

This bill relates to trusts, including optional notices to creditors when a will has been admitted to probate without administration and the trust is the beneficiary of the estate, trust accounting, specific powers of a trustee, and representation of holders of power and similar interests. The bill provides optional language that may be included in a notice given to creditors, heirs, and surviving spouses for when a decedent’s will has been admitted to probate without administration. If such notice is provided, creditors must mail proof of claims to the trustee within four months or else be barred from asserting such claims.

Read the full explanation

_____ The bill provides that annual accountings of the trust provided by the trustee to each beneficiary shall include the beginning and ending balances of the trust upon request. The bill changes the specific powers designated to a trustee relating to obligations a trustee has when there is an actual or potential violation of an environmental law on a property held by a trustee. The bill makes such obligations into optional actions that a trustee may take. The bill provides for holders of a limited power of appointment along with the taker in default of the appointment power to jointly represent and bind a person whose interest is dependent upon that power of appointment. The bill allows first order remainder beneficiaries to represent a remote contingent beneficiary in addition to a minor or an incompetent, unborn, or unascertained person.

Full bill text · What changed before it passed1

Senate subcommittee

Named February 8, 2022. On February 10, 2022 it recommended passage.

Three legislators hear a bill first and recommend what the committee should do; it’s the best time to weigh in. How to take part

Iowa Code it changes

Amends§633A.3110§633A.4213§633A.4402§633A.6302§633A.6304

How the Code works2

Lobbying

5 for · 0 against · 5 undecided · Who →

Family tree

Study bill

SSB 3111RenumberedHSB 712Renumbered

89th General Assembly

SF 2316Didn’t advancefrom SSB 3111HF 2484Became lawfrom HSB 712